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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,764 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,657 | $72,303-46.5% | $86,698-55.4% | $64,824-40.4% |
| Participation rate | 88.7% | 80.4%+8.3pp | 76.6%+12.1pp | 71.5%+17.2pp |
| Annual return | -19.02% | 392.77%-411.8pp | 35.96%-55.0pp | 32.84%-51.9pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,146 | $4,660-11.0% | $4,656-11.0% | $4,311-3.8% |
| Admin fee / account holder | $10 | $174-94.0% | $7,492-99.9% | $188-94.5% |